Latest Institutional Purchases of Ishares Trust Ishares 1 5 Year (IGSB)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
605+ 12.75% |
$31.3K - $31.9K
|
5.35K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
588+ 2.82% |
$30.4K - $31K
|
21.4K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
557New |
$28.8K - $29.4K
|
557
$29.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
542+ 0.97% |
$28K - $28.6K
|
56.2K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
529+ 2.26% |
$27.3K - $27.9K
|
24K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
520+ 0.97% |
$26.9K - $27.4K
|
53.9K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
501New |
$25.9K - $26.4K
|
501
$26.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
476New |
$24.6K - $25.1K
|
476
$25.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
461New |
$23.8K - $24.3K
|
461
$24.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
440+ 3.47% |
$22.7K - $23.2K
|
13.1K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
427+ 1.42% |
$22.1K - $22.5K
|
30.5K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
422+ 7.45% |
$21.8K - $22.3K
|
6.09K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
412+ 7.57% |
$21.3K - $21.7K
|
5.85K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
396+ 0.4% |
$20.5K - $20.9K
|
99.1K
$5.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
395+ 7.0% |
$20.4K - $20.8K
|
6.04K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
390New |
$20.2K - $20.6K
|
390
$20.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
386+ 1.75% |
$19.9K - $20.4K
|
22.5K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
384+ 1.06% |
$19.8K - $20.3K
|
36.8K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
382+ 5.23% |
$19.7K - $20.2K
|
7.68K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
366+ 0.26% |
$18.9K - $19.3K
|
141K
$7.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$18.1K - $18.5K
|
350
$18.6K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
350+ 4.61% |
$18.1K - $18.5K
|
7.94K
$421K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
341+ 48.99% |
$17.6K - $18K
|
1.04K
$55K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
340+ 1.2% |
$17.6K - $17.9K
|
28.6K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
324+ 3.9% |
$16.7K - $17.1K
|
8.63K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
319+ 7.35% |
$16.5K - $16.8K
|
4.66K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
318+ 0.63% |
$16.4K - $16.8K
|
50.8K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
315New |
$16.3K - $16.6K
|
315
$16.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
300New |
$15.5K - $15.8K
|
300
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
299+ 4.07% |
$15.5K - $15.8K
|
7.64K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
297+ 7.18% |
$15.3K - $15.7K
|
4.43K
$235K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
295+ 17.35% |
$15.2K - $15.6K
|
2K
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
293+ 5.56% |
$15.1K - $15.5K
|
5.56K
$295K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269+ 12.97% |
$13.9K - $14.2K
|
2.34K
$124K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
259+ 3.92% |
$13.4K - $13.7K
|
6.87K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
250+ 4.62% |
$12.9K - $13.2K
|
5.66K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
250+ 4.9% |
$12.9K - $13.2K
|
5.36K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
248+ 1.12% |
$12.8K - $13.1K
|
22.5K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
240+ 1.96% |
$12.4K - $12.7K
|
12.5K
$662K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
225+ 4.41% |
$11.6K - $11.9K
|
5.33K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 2.84% |
$10.8K - $11K
|
7.58K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
202New |
$10.4K - $10.7K
|
202
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
186+ 10.88% |
$9.61K - $9.81K
|
1.9K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
184+ 1.08% |
$9.51K - $9.71K
|
17.3K
$917K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
182+ 0.46% |
$9.41K - $9.6K
|
40.1K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
175+ 1.76% |
$9.04K - $9.23K
|
10.1K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
160+ 0.21% |
$8.27K - $8.44K
|
74.9K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
157+ 3.97% |
$8.11K - $8.28K
|
4.11K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
156New |
$8.06K - $8.23K
|
156
$8.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
151New |
$7.8K - $7.97K
|
151
$8.01K
|